Zoho One Tip: Zoho Forms Integration with Zoho CRM
By integrating Zoho Forms with Zoho CRM, you can do the following:
- Pre-fill your form with data from Zoho CRM.
- Form submission data is mapped into Zoho CRM.
- Data is sent between Zoho Forms and Zoho CRM via a two-way sync.
Step 2 - Fill the form
Drag and drop fields into the form.
Step 3 - Move to Integrations Page
Once the form is ready with the required fields, click 'Integrations' at the top.
Step 4 - Click Integrate
Now click on the button, "Integrate' to integrate Zoho Form Entries to Zoho CRM.
Step 5 - Check the Organization
If you have multiple Zoho CRM Organization, then you can select from the drop down menu.
Step 6 - Do Field Mapping
Select the Module you would like to map the fields in.
Then map the fields from Zoho CRM to Zoho Forms.
Add more Fields with + sign.
Step 7 - Click Integrate
Scroll down to find more options for integration. In the Actions section, you will find, advanced integration like Upsert Record, Tag Record and Approval. Choose the required option (if any) and click 'Integrate' button at the bottom to complete the Integration.
Now the Zoho Form is integrated with Zoho CRM.
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